quant Business Cycle Fund vs quant Large & Mid Cap Fund
Quant vs Quant· Portfolio Overlap Analysis
31.7%Moderate Overlap
6 common stocks0
Investor takeaway: These funds share moderate overlap at 31.7%. Some duplication is normal, but you should still check whether the common sectors match the role you want each fund to play.
Common Holdings (6)
| Stock | Wt% in quant Business Cycle | Wt% in quant Large & Mid Cap | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 9.51% | 9.21% | 9.21% |
Samvardhana Motherson International Ltd Auto Components | 10.51% | 7.67% | 7.67% |
Aurobindo Pharma Limited Pharmaceuticals & Biotechnology | 7.34% | 7.92% | 7.34% |
Adani Enterprises Limited Metals & Minerals Trading | 3.53% | 2.89% | 2.89% |
HDFC Life Insurance Co Ltd Insurance | 8.97% | 2.83% | 2.83% |
Adani Green Energy Limited Power | 9.18% | 1.77% | 1.77% |
Unique to quant Business Cycle
- Piramal Finance Ltd8.81%
- HDFC Asset Management Company Ltd3.16%
- Dabur India Limited3.10%
- Zydus Wellness Ltd3.06%
Unique to quant Large & Mid Cap
- Lloyds Metals And Energy Limited7.03%
- Reliance Industries Limited5.81%
- Adani Power Limited5.58%
- K.P.R. Mill Limited2.67%
- Britannia Industries Limited2.51%
Sector Overlap Breakdown
Banks9.2% (1)
Auto Components7.7% (1)
Pharmaceuticals & Biotechnology7.3% (1)
Metals & Minerals Trading2.9% (1)
Insurance2.8% (1)
Power1.8% (1)
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.